Surveys & Interactive Forms That Qualify & Capture Leads
Capture qualified leads with multi-step surveys, conditional logic, and interactive forms that write directly to your CRM. Validate inputs, save progress, and trigger automations on every submission.
- Multi-step surveys with conditional field logic
- Field validation: email, phone, currency & numbers
- Auto-save progress & resume-where-you-left-off
- Submission-triggered CRM & workflow automations
Illustrative capability figures based on representative automation use cases. These are design-goal metrics, not guaranteed results or company-wide averages. Actual outcomes depend on process, volume, workflow design, and adoption.
Core Capabilities
Multi-Step Surveys
Build multi-step surveys and interactive forms with conditional field logic.
Field Validation
Validate email, phone (formatted), currency, and number inputs in real time.
Auto-Save Progress
Respondents can save progress and resume where they left off — even after a lost connection.
CRM & Workflow Triggers
Every submission creates or updates a CRM contact and fires downstream automations.
Lead Scoring
Score and route submissions based on answers to prioritize hot leads.
Branded, Embeddable Forms
On-brand forms embeddable on any page or shareable via link.
The Surveys & Interactive Forms Module You Receive
This is the actual interface your team works in — not a mockup. Every element connects to your CRM, automations, and reporting.
Our Delivery Process
Question Design
We map your intake questions, conditional logic, and validation rules.
Build & Brand
We build the multi-step survey, branded and embeddable on any page.
CRM & Automation Wiring
We connect submissions to CRM contacts, lead scoring, and workflows.
Launch & Refine
We go live, track completion rates, and refine for higher conversion.
Surveys & Interactive Forms FAQ
Capture Qualified Leads Automatically
Share your intake questions. We'll build a validated, multi-step survey that captures and scores leads automatically.
Responsive Sales Funnel — 4 Pages
140% boost in qualified sales appointments; response time dropped from 4 hours to 10 seconds.
Custom Workflow — Newsletter + Action Tracking
Faster sales follow-up on hot prospects via automated alerts; automated segmentation across 15,000+ subscribers.
Voice & Chatbot — Incident Reporting Assistant
Handled 1,200+ monthly reports with 98.4% resolution accuracy and zero human queue delay.
Custom Workflow — Affiliate Signup & Management
Onboarding time cut from 5 days to 2 minutes; 500+ affiliates onboarded in Q1.
"Our general contracting business in Fresno was losing bids because we couldn't reply fast enough after hours. Wootomatic built a custom bid intake bot that responds instantly and books site visits into our calendar. Within two months, our closed bids jumped by 42%."
"We were drowning in duplicate data across spreadsheets and our CRM. Wootomatic set up seamless Zapier relays and custom CRM pipeline triggers. Our team saved hours every day and leads are routed in under 10 seconds."
"Scheduling investor calls and client onboarding was a constant back-and-forth headache. Wootomatic built an AI booking assistant with conflict-free buffers and SMS reminders. No-shows dropped by 45% in month one."